1. Sue, no further comments other than my hats off to both you and Stuart! I can't tell you how much I appreciate the ability to get an article of this quality accomplished with so little time commitment on my part.
Brian O'Toole, SVP, AssetMark Investment Services, Chicago

2. Stuart -- You did a great job as always. I left the text the same, and entered in the necessary data. Thanks!
Paul Houk, portfolio manager, SG Cowen Funds, New York

3. Stu, I thought you'd enjoy taking a momentary break from your oar in the galley to read the following kudos. "This is to note that Mr. Shaw and I, the two readers of the estate tax article, both thought it was excellently done and made clear some complex material."
Paul Katzeff, Editor, Investor's Business Daily, Boston

4. Mr. Weiss -- Excellent article in the most recent edition of Investment Advisor magazine. Taxes are an extremely complicated concern, as my family is finding out in the wake of my dad's passing last month. He left my mom an estate worth about $1 million necessitating our introduction to estate planning. I found your article quite cogent. Thank you for it.
Paul Dumouc, Lincoln, RI

5. Good Morning Dean Lewis,

I would like to offer a bit of unsolicited feedback from the field. On Monday night, Stuart Weiss presented a "Polish Your Business Plan Workshop" to our $16K Challenge entrants.

His presentation attracted 15 participants who benefited greatly from attending. I had anticipated leaving after introducing Stuart to the students but the content and delivery style of his presentation was too interesting. He pulls out a thought process from the students rather that just lecturing. He recalls their names and ventures and uses them as learning examples thus creating an excitement from the others to offer advice in group idea generation. Not one student was left without interaction - no one was left unattended. The nuggets of wisdom he passed on were essential to the foundation of these business plans.

Basically, his contribution will insure higher quality in the $16K and Lisa Reed's Founder's Day presentations.

I am aware that Stuart is currently an adjunct professor. I hope that the university will value this unique teaching talent and bring him back to share his knowledge with our 2003-2004 students.

I think this is the first time I have offered a recommendation to you, in my opinion, Stuart is a known commodity.

Thanks for listening,

Heidi Sause
Center for Entrepreneurship
University of Portland

6. Stuart -

Letter is fabulous - exactly what we were looking for.  It may need a few tweaks but overall you got down everything we wanted to say.  Thank you!

Sonia B. McCormick
VP, Corporate Communications
Riggs Bank N.A.

7. Stuart,

Good morning.  As the editor of the Closed-End Municipal Bond Funds annual report, I wanted to thank you for a fine job in crafting the text of the "western" portfolios. 

Jonathan O. Kleintop
Delaware Mutual Funds

8. Hi Stuart,

I hope all is well with you!  I wanted to get a hold of you today for two reasons.  The first being to thank you for the great job that you did on the book project-  the Partners here at AssetMark are very pleased with the way things went in Round 2. 

Thank you,

Heather Gundel
Marketing Manager
AssetMark Investment Services Inc.

Audio Testimonials:

Michael Eaton, VP, Wells Fargo Funds, San Francisco

Bill Church, Portfolio Manager, New York City

Paul Houk, Portfolio Manager, SG Cowen, New York City

Luke Mazur, Chief Investment Officer, HighMark Capital Management, San Francisco